Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
4.97%
6 Months
5.61%
23.68%
1 Year
10.19%
18.36%
3 Years
9.70%
19.56%
5 Years
7.80%
16.83%
Since Inception
13.10%
14.91%
Fund Age
14 yrs 11 mo
9 yrs 3 mo
AUM
₹88.88 Cr
₹884.23 Cr
Alpha – 1 Year
10.54%
13.64%
Alpha – 3 Years
0.70%
7.47%
Information Ratio – 3 Years
0.00
0.73
Volatility – 1 Year
15.04%
27.03%
Volatility – 3 Years
14.30%
23.64%
Beta – 1 Year
0.87
1.39
Beta – 3 Years
0.96
1.25
Sharpe Ratio – 1 Year
0.37
0.55
Sharpe Ratio – 3 Years
0.35
0.71
Worst Rolling Year
4.17%
-7.52%
Value at Worst Rolling Year
₹1.04 Cr
₹0.92 Cr
Deepest Drawdown
−20.16%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
13.53%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 14% · M 23% · S 57%
Number of Stocks
37
18
Portfolio P/E
—
42.38
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%